05/04/2020
Quintet Launches Swiss Bank
The wealth manager has hired copiously from UBS, both in Switzerland as well as elsewhere.
Wealth and Asset Management
05/03/2020
Rockefeller Hires $10-Million Team from Stifel
The team, whose other senior advisor is James J. “Jimmy” Lee, oversaw about $2 billion of assets under management from mostly first-generation entrepreneurs, Moldaver said in an earlier interview.
05/03/2020
Buffett’s Berkshire posts nearly $50b loss
Berkshire’s first-quarter net loss totaled $49.75 billion, or $30,653 per Class A share
05/03/2020
Rich Americans Seize Historic Chance to Pass On Wealth Tax-Free
Key interest rates set by the Internal Revenue Service for estate-planning purposes have never been as low as they are starting this month.
05/01/2020
Edinburgh-based private bank bullish after ‘strong year’
Edinburgh-based private bank Hampden & Co has reported “another strong year” – with income up by more than a third – and said it expects to continue attracting robust levels of new business.
05/01/2020
Coutts and Adam & Company Q1 2020 Results
Our increased, tailored client communication throughout the crisis has generated fantastic feedback.
05/01/2020
V-shaped economic revival, fuelled by FOMO
Mr Green says: “We’re witnessing what is likely to become a powerful recovery in global stock markets as investors look ahead to the latter half of 2020 and into 2021.
05/01/2020
Butterfield Reports First Quarter 2020 Results
Net income for the quarter ended March 31, 2020 was $40.3 million, down $3.6 million from $43.9 million in the prior quarter.
05/01/2020
Exencial cracks $3bn with Charlotte RIA buy
We really focus on solid integration and making one culture, one organization,’ Burns said.
05/01/2020
GAM Holding - No Current Plans To Buy Back Shares
The latter provides GAM Holding AG the flexibility to distribute future surplus capital to shareholders
05/01/2020
UBS wealth management expects challenges ahead
Business shrank slightly last month
04/30/2020
Wealth-X Bolsters U.S. Dataset on the Wealthy
Over $60 Billion of New Compensation Data Intregrated Into Global Database
04/30/2020
Raiffeisen: “Studio Burgdorf” extends broadcasting area
The virtual receptionist is used when all customer advisors in the branch are occupied or absent.
04/30/2020
St. James’s Place reports first quarter new business inflows
New business inflows and update on dividend payments
04/30/2020
ZEDRA launches corporate management services in the US
Whatever the reason for having a US vehicle, our clients want to work with a trusted partner, especially in the context of understanding local requirements and keeping the entity in good legal standing from a US and global context.
04/30/2020
How Wealth Manager’s Top 30 are tackling the Covid-19 crisis
The next generation of wealth management talent discuss the first major market event in their careers.
04/30/2020
Switzerland's Falcon mulls exit from private banking, other options
One of those options includes exiting the private banking business
04/30/2020
The world’s wealthiest are sticking with stocks despite the coronavirus crisis, UBS finds
In general, business owners are also positive on the longer-term outlook
04/30/2020
Results of the Annual General Meeting of GAM Holding AG 2020
David Jacob was elected as chairman and all the other members of the BoD who stood for re-election were confirmed for a term until the end of the next AGM.
04/29/2020
Crossbridge Capital launches CONNECT Prime
This is an unprecedented time in our history.